Annuities play a very important role in retirement planning, enabling your clients to save money and taxes while eliminating the fear that they will outlive their savings. There are many kinds of annuities – some tailored for income, some for future growth, and some as savings vehicles depending on their income and investment needs.

Do Have Any Clients That...

  • Are earning little to no interest on their liquid savings?
  • Have received large losses in the stock market in both their qualified and non-qualified accounts?
  • Are concerned they may outlive their retirement assets or that their pension and Social Security income is vulnerable?
  • Are interested in tax deferral vehicles?


Annuities may provide solid solutions for these concerns.

Show your clients a way to earn higher interest rates than bank CDs or deposits and earn interest on a tax-deferred basis.


Annuities combine safety with liquidity which provides a powerful tool for your clients when seeking safe reliable returns on their investments and the ability to withdraw 10% or more per year free of surrender charges.



Annuities provide a choice of interest rate guarantees and are the only investment vehicle that can provide an income stream which cannot be outlived.



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